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    More On SWESSFIDELIT…


    SunWise Essntl Fdty Glb Asset Allc Inc (SWESSFIDELIT.TO)

    15.25 Down 0.14(0.91%) Jul 24

    Risk as of Jun 29, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:4
    Number of Years Up3
    Number of Years Down1
    Best 1 Yr Total Return(Dec 30, 2013):19.33%
    Worst 1 Yr Total Return(Dec 30, 2011):-2.31%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticSWESSFIDELIT.TOCategory
    Alpha (against Standard Index)-3.72-1.10
    Beta (against Standard Index)1.010.83
    Mean Annual Return1.061.04
    R-squared (against Standard Index)80.0678.96
    Standard Deviation6.575.46
    Sharpe Ratio1.812.16
    Treynor Ratio12.1714.84
    5 Years
    StatisticSWESSFIDELIT.TOCategory
    Alpha (against Standard Index)N/A-2.40
    Beta (against Standard Index)N/A0.93
    Mean Annual ReturnN/A0.83
    R-squared (against Standard Index)N/A83.06
    Standard DeviationN/A6.88
    Sharpe RatioN/A1.34
    Treynor RatioN/A10.23
    10 Years
    StatisticSWESSFIDELIT.TOCategory
    Alpha (against Standard Index)N/A-1.23
    Beta (against Standard Index)N/A0.94
    Mean Annual ReturnN/A0.46
    R-squared (against Standard Index)N/A83.34
    Standard DeviationN/A9.24
    Sharpe RatioN/A0.41
    Treynor RatioN/A3.85